Ponte Vedra Beach, FL Canal Blvd Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
240 Canal Blvd, Suite 6
Ponte Vedra Beach FL 32082
Advisors at this office
3
Advisors at this office
David A
CFP®, Series 63, Series 65
Ponte Vedra Beach, FL
Raymond James Financial
David Ammerman is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Bank of America and Merrill. Outside of his financial career, he is a musician who performs regularly with the band Dad Bodz. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm uses tailored, non-discretionary planning methods supported by analytical tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.
Alysha A
Series 66
Ponte Vedra Beach, FL
Raymond James Financial
Alysha Ammerman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ponte Vedra Beach, FL, holding a Series 66 designation and two years of industry experience. Her background includes roles in education and local business, including positions at the University of Central Florida and Ponte Vedra Bar & Grill. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Sara G
Series 63, Series 66
Ponte Vedra Beach, FL
Raymond James Financial
Sara Graham is a financial advisor with Raymond James Financial in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Raymond James in 2023, she spent 14 years at Merrill. She is also involved in administrative work at Ammerman Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through an affiliated municipal advisor.
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